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Schwab US Mid-Cap ETF

919 hedge funds and large institutions have $8.07B invested in Schwab US Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 322 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

9% less funds holding in top 10

Funds holding in top 10: 6458 (-6)

17% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 389

Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$252K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
151
James J. Burns & Company
New York
$7.21M
BSAM
152
Blue Square Asset Management
New York
$7.09M
MWM
153
Meridian Wealth Management
Kentucky
$7.07M
CAM
154
Cresset Asset Management
Illinois
$7.01M
PWA
155
Peterson Wealth Advisors
Utah
$6.98M
WPIC
156
White Pine Investment Company
Michigan
$6.72M
BP
157
Broadleaf Partners
Ohio
$6.67M
FLFS
158
Family Legacy Financial Solutions
North Carolina
$6.67M
CFIA
159
Cantor Fitzgerald Investment Advisors
New York
$6.61M
GCP
160
Gill Capital Partners
Colorado
$6.52M
FSWA
161
Financial Synergies Wealth Advisors
Texas
$6.51M
MF
162
Manchester Financial
California
$6.46M
KBFS
163
Kohmann Bosshard Financial Services
Ohio
$6.39M
BlackRock
164
BlackRock
New York
$6.28M
MFG
165
Merit Financial Group
Georgia
$6.25M
Kovitz Investment Group Partners
166
Kovitz Investment Group Partners
Illinois
$6.09M
BCM
167
Brookstone Capital Management
Illinois
$6.09M
AIM
168
Anchor Investment Management
South Carolina
$6.07M
RWM
169
Reston Wealth Management
Virginia
$6M
SOS
170
Silver Oak Securities
Tennessee
$5.98M
DFA
171
DHJJ Financial Advisors
Illinois
$5.94M
NYLIM
172
New York Life Investment Management
New York
$5.8M
CPA
173
Cathy Pareto & Associates
Florida
$5.7M
NOI
174
Newton One Investments
Delaware
$5.69M
PFA
175
Pure Financial Advisors
California
$5.67M